Clone of Client On-Boarding Form

Name*

First NameLast Name

Business Name*

E-mail*

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Phone Number*

Format: (000) 000-0000.

Website

Complete List of Legal Business Owners and Ownership Percentage

Additional Authorized Persons

List accountants, employees or others who have permission to discuss your bookkeeping file here.

Business Entity Type*

Business EIN Number

How many years in business?*

Would you like to sign-up for bookkeeping services?

Year of last completed tax return?

Who is currently doing your bookkeeping?*

Accounting Software Currently Used*

Choose One

Version of QuickBooks and Year

List All Financials Institutions Used (list all accounts, checking, savings, loans, lines of credit, credit cards, PayPal, etc.)*

Other Third Party Integrations or Platforms Used (Example - Merchant Account, POS, Online Terminal, Shopify, Payroll, Etc.)

Is your bookkeeping up to date?*

YesNo

What month and year has your bookkeeping been completed through?

Month/Year

Do You Have A Merchant Account? (The ability to accept credit cards)*

YesNo

Name Of Merchant Processor

Would you like a quote for merchant processing?

YesNo

Do you use any third party Point of Sale or APP?

YesNo

Name of third party POS or APP used.

Would you like to sign-up for payroll services?*

YesNo

Do you have employees that are on payroll? (Do not include independent contractors)*

YesNo

How do you process your payroll currently?

Choose One

No of W-2 employees

First date to run payroll

Date

Federal EIN

State Employer Acct No

State Unemployment Account Number

State Unemployment Insurance Rate

Other state tax rates and account numbers (if applicable)

Federal Deposit Schedule

MonthlySemi-WeeklyOther/Unsure

State Deposit Schedule

Only applicable to states with income tax

Please give a brief description of your business, what services do you offer or products do you sell? *

How do you sell your product?*

Please upload a copy of your Articles of Organization or Formation (If Available)

Are you on cash or accrual accounting?

CashAccrualNot Sure

What are your expectations in hiring us for your services? What is most important to you?

Sign-Up